Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RTRE
- CUSIP Number: 19423l441
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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Collaborative Investmnt Ser stock
Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 680k | $17M | -11% | Sep 2025 |
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| Astoria Portfolio Advisors | 228k | $5.8M | -3% | Sep 2025 |
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| Hobbs Group Advisors | 141k | $3.6M | 20% | Sep 2025 |
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| Citadel Advisors | 43k | $1.1M | -4% | Sep 2025 |
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| Oregon Pacific Wealth Management | 37k | $945k | 100% | Sep 2025 |
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| Independent Wealth Network | 24k | $603k | 7% | Sep 2025 |
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| Latitude Advisors | 18k | $448k | -3% | Sep 2025 |
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| Puff Wealth Management | 11k | $289k | -24% | Sep 2025 |
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| AE Wealth Management | 7.00 | $178.000200 | 0% | Sep 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nova Wealth Management | Jun 2025 | 351.00 | $8.8k |
| Bartlett & Co. Wealth Management | Jun 2025 | 18.00 | $451.999800 |